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Virtual Advisor Jobs in New York (NOW HIRING)

Equitable Advisors

Be Seen First

Wealth Management Advisor (Entry-Level Training Provided)

New York, NY · On-site

$34K - $125K/yr

... Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching : Benefit from the training ...

CoCaptain

Advisor

Bronxville, NY · Remote

Meet CoCaptain CoCaptain is a virtual marketplace that enables Coaches and Clients to engage in ... Position Overview As a CoCaptain Advisor , you will meet with Clients via the CoCaptain platform ...

CoCaptain

Advisor

Bronxville, NY · On-site +1

Meet CoCaptain CoCaptain is a virtual marketplace that enables Coaches and Clients to engage in ... Position Overview As a CoCaptain Advisor , you will meet with Clients via the CoCaptain platform ...

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Virtual Advisor information

What is a virtual advisor?

Virtual Advisors are professionals who provide expert guidance, support, or consultation to clients remotely, often through digital platforms such as video calls, chat, or email. They can work in various fields, including finance, education, career development, or wellness, offering personalized advice tailored to individual needs. Virtual Advisors use technology to connect with clients, making their services accessible regardless of location. Their main role is to help clients make informed decisions and achieve their goals efficiently.

What are the key skills and qualifications needed to thrive as a virtual advisor, and why are they important?

To thrive as a Virtual Advisor, you need expertise in your advisory field, strong digital communication skills, and relevant educational or professional qualifications. Familiarity with virtual meeting platforms, CRM systems, and secure data-sharing tools is typically required. Exceptional active listening, adaptability, and relationship-building skills help foster trust and personalize client guidance. These skills are crucial for delivering effective, client-focused advice in a remote, technology-driven environment.

How does a virtual advisor typically collaborate with clients and team members in a remote setting?

As a Virtual Advisor, most interactions with clients and colleagues occur through digital communication platforms such as video calls, emails, and instant messaging. Advisors frequently coordinate with internal teams, such as research analysts or support staff, to provide accurate and timely advice tailored to each client's needs. Effective collaboration requires strong communication skills, proactive scheduling, and familiarity with collaboration tools to ensure seamless client experiences and maintain team alignment despite working remotely.

What is the difference between Virtual Advisor vs Virtual Customer Service Representative?

AspectVirtual AdvisorVirtual Customer Service Representative
Required CredentialsOften requires industry-specific knowledge, certifications, or expertiseTypically requires customer service training or basic certifications
Work EnvironmentRemote, often consulting or advisory settings with client interactionRemote, handling customer inquiries and support
Employer & Industry UsageFinancial, insurance, or consulting firms providing expert adviceRetail, telecom, e-commerce companies providing support
Search & Comparison IntentSeeking expert guidance or specialized adviceLooking for customer support or issue resolution

The main difference between a Virtual Advisor and a Virtual Customer Service Representative lies in their roles and expertise. Virtual Advisors typically offer specialized advice within a specific industry, requiring relevant credentials, while Virtual Customer Service Representatives focus on handling customer inquiries and support tasks. Both roles are remote but serve different purposes based on the employer's needs.

What are the most commonly searched types of Advisor jobs in New York?

The most popular types of Advisor jobs in New York are:

What are popular job titles related to Virtual Advisor jobs in New York?

For Virtual Advisor jobs in New York, the most frequently searched job titles are:

What job categories do people searching Virtual Advisor jobs in New York look for?

The top searched job categories for Virtual Advisor jobs in New York are:

What cities in New York are hiring for Virtual Advisor jobs?

Cities in New York with the most Virtual Advisor job openings:

Virtual Advisor jobs near you
Infographic showing various Virtual Advisor job openings in New York as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, and 3% Contract. Highlights an 49% Physical, 2% Hybrid, and 49% Remote job distribution.

Virtual Benefits Advisor

Aflac Queens Regional Office

Huntington, NY

$40K - $60K/yr

Full-time

Re-posted 4 days ago

Job description

If you are outgoing, entrepreneurial and motivated, it’s time to findyour calling with Aflac. Enjoy unlimited control, flexibility and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. Aflac benefits advisors1 work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources and trust of a well-known and reputable brand. Responsibilities include: Sales (including presentations, B2B management, virtual sales, guidance and education on insurance products) Entrepreneurial ambitions – including providing strategic and executable solutions to clients Marketing strategy and lead generation Customer/client/business owner (relationship, service, management) Business development Leadership and management of customer relationships Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences) Maintaining state licensing (may include Life and/or Health, other)